Julia
Sanders
M Holdings Securities, Inc
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About this Advisor
Julia Sanders is a financial advisor based in Kalamazoo, Michigan, working with M Holdings Securities, Inc. Julia has previously held positions at Rose Street Advisors, LLC, Gasaway Investment Advisors, Inc, Kalamazoo Valley Community College, A Thai Cafe, McDonald's, Vicksburg High School, and Davenport University. Julia has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Julia is part of M Holdings Securities, Inc, which operates out of Kalamazoo, Michigan. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Julia Sanders Work History
Rose Street Advisors, LLC
Davenport University
Kalamazoo Valley Community College
Gasaway Investment Advisors, Inc
A Thai Cafe
Mcdonalds
Vicksburg High School
Disclosures
Please visit the SEC profile of Julia Sanders to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at M Holdings Securities, Inc
Denver, CO
Portland, OR
Portland, OR
San Jose, CA
Detroit, MI
Newtown, PA
Knoxville, TN
El Paso, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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